Atlas Private Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.6M | Buy |
8,552
+1,263
| +17% | +$531K | 1.51% | 23 |
|
|
2023
Q4 | $2.6M | Buy |
7,289
+99
| +1% | +$35.3K | 1.22% | 25 |
|
|
2023
Q3 | $2.52M | Buy |
7,190
+334
| +5% | +$117K | 1.35% | 20 |
|
|
2023
Q2 | $2.34M | Buy |
6,856
+1,365
| +25% | +$465K | 1.23% | 24 |
|
|
2023
Q1 | $1.7M | Buy |
5,491
+248
| +5% | +$76.6K | 1.02% | 31 |
|
|
2022
Q4 | $1.62M | Buy |
5,243
+247
| +5% | +$76.3K | 0.75% | 27 |
|
|
2022
Q3 | $1.33M | Buy |
4,996
+296
| +6% | +$79K | 0.97% | 30 |
|
|
2022
Q2 | $1.28M | Buy |
4,700
+659
| +16% | +$180K | 0.88% | 35 |
|
|
2022
Q1 | $1.43M | Buy |
4,041
+477
| +13% | +$168K | 0.83% | 37 |
|
|
2021
Q4 | $1.07M | Buy |
3,564
+14
| +0.4% | +$4.19K | 0.59% | 53 |
|
|
2021
Q3 | $969K | Sell |
3,550
-10
| -0.3% | -$2.73K | 0.59% | 55 |
|
|
2021
Q2 | $989K | Buy |
3,560
+747
| +27% | +$208K | 0.61% | 52 |
|
|
2021
Q1 | $719K | Buy |
2,813
+417
| +17% | +$107K | 0.46% | 61 |
|
|
2020
Q4 | $556K | Buy |
2,396
+66
| +3% | +$15.3K | 0.4% | 66 |
|
|
2020
Q3 | $496K | Sell |
2,330
-59
| -2% | -$12.6K | 0.39% | 68 |
|
|
2020
Q2 | $426K | Buy |
2,389
+1
| +0% | +$178 | 0.34% | 76 |
|
|
2020
Q1 | $437K | Buy |
2,388
+185
| +8% | +$33.9K | 0.4% | 70 |
|
|
2019
Q4 | $499K | Buy |
+2,203
| New | +$499K | 0.38% | 80 |
|